Massachusetts Financial Services Portfolio holdings
Massachusetts Financial Services (MFS), founded in 1924 and headquartered in Boston, Massachusetts, is a pioneering investment management firm credited with launching the first U.S. mutual fund, the Massachusetts Investors Trust. Managing hundreds of billions in assets, MFS offers a wide range of actively managed investment products, including equity, fixed-income, and balanced funds, serving institutional investors, financial advisors, and individuals globally. Known for its disciplined, research-driven approach, the firm emphasizes long-term value creation through fundamental analysis and a collaborative team structure, avoiding short-term market trends. With a legacy of innovation and a strong global presence, MFS remains a respected name in the asset management industry, balancing tradition with a focus on sustainable, client-centric investing.
Top Buys
| 1 |
Tesla
TSLA
|
+$2.31B |
| 2 |
Atlassian
TEAM
|
+$687M |
| 3 |
Autodesk
ADSK
|
+$682M |
| 4 |
Netflix
NFLX
|
+$663M |
| 5 |
Boeing
BA
|
+$620M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$1.37B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.24B |
| 3 |
Visa
V
|
+$898M |
| 4 |
Cadence Design Systems
CDNS
|
+$791M |
| 5 |
JPMorgan Chase
JPM
|
+$745M |
Sector Composition
| 1 | Technology | 22.04% |
| 2 | Financials | 20.25% |
| 3 | Industrials | 12.48% |
| 4 | Healthcare | 11.1% |
| 5 | Consumer Discretionary | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Advanced Drainage Systems
WMS
$11.5B
| $2.87M | ﹤0.01% |
+24,836
| New | +$2.87M |
|
727
Reynolds Consumer Products
REYN
$4.83B
| $2.79M | ﹤0.01% |
103,494
+33,239
| +47% | +$897K |
|
728
BlueLinx
BXC
$676M
| $2.76M | ﹤0.01% |
27,012
-806
| -3% | -$82.3K |
|
729
PROG Holdings
PRG
$1.4B
| $2.75M | ﹤0.01% |
65,132
-1,945
| -3% | -$82.2K |
|
730
Yelp
YELP
$2B
| $2.68M | ﹤0.01% |
69,170
-2,064
| -3% | -$79.9K |
|
731
Tronox
TROX
$717M
| $2.66M | ﹤0.01% |
264,513
-566,741
| -68% | -$5.71M |
|
732
Zurn Elkay Water Solutions
ZWS
$7.82B
| $2.65M | ﹤0.01% |
71,111
+52,964
| +292% | +$1.98M |
|
733
Teladoc Health
TDOC
$1.39B
| $2.56M | ﹤0.01% |
281,806
-88,287
| -24% | -$803K |
|
|
BNR
734
Burning Rock Biotech
BNR
$97.5M
| $2.53M | ﹤0.01% |
374,386
-11,005
| -3% | -$74.3K |
|
735
Bank of N.T. Butterfield & Son
NTB
$1.87B
| $2.5M | ﹤0.01% |
68,398
-2,042
| -3% | -$74.6K |
|
736
FMC
FMC
$4.73B
| $2.49M | ﹤0.01% |
+51,309
| New | +$2.49M |
|
737
NetApp
NTAP
$24.2B
| $2.49M | ﹤0.01% |
21,458
-14,782
| -41% | -$1.72M |
|
738
iShares Russell 1000 Growth ETF
IWF
$118B
| $2.49M | ﹤0.01% |
6,193
+2,974
| +92% | +$1.19M |
|
739
EverQuote
EVER
$866M
| $2.48M | ﹤0.01% |
123,858
+23,034
| +23% | +$460K |
|
740
Innovative Industrial Properties
IIPR
$1.59B
| $2.45M | ﹤0.01% |
36,778
+6,312
| +21% | +$421K |
|
741
Rayonier Advanced Materials
RYAM
$403M
| $2.41M | ﹤0.01% |
292,014
-8,714
| -3% | -$71.9K |
|
742
Lyft
LYFT
$7.35B
| $2.41M | ﹤0.01% |
186,728
-5,573
| -3% | -$71.9K |
|
743
RELX
RELX
$86.4B
| $2.37M | ﹤0.01% |
+52,158
| New | +$2.37M |
|
744
Landstar System
LSTR
$4.56B
| $2.37M | ﹤0.01% |
13,783
-587
| -4% | -$101K |
|
745
Wolverine World Wide
WWW
$2.58B
| $2.36M | ﹤0.01% |
+106,273
| New | +$2.36M |
|
746
Brighthouse Financial
BHF
$2.48B
| $2.31M | ﹤0.01% |
48,090
+5,799
| +14% | +$279K |
|
747
ZimVie
ZIMV
$533M
| $2.25M | ﹤0.01% |
161,344
+61,335
| +61% | +$856K |
|
748
World Kinect Corp
WKC
$1.47B
| $2.23M | ﹤0.01% |
80,995
-2,418
| -3% | -$66.5K |
|
749
Health Catalyst
HCAT
$238M
| $2.22M | ﹤0.01% |
314,615
-9,387
| -3% | -$66.4K |
|
|
TPC
750
Tutor Perini Corporation
TPC
$3.26B
| $2.2M | ﹤0.01% |
91,003
+77,767
| +588% | +$1.88M |
|